Annis Gardner Whiting Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-722	Closed	-$21K	–	1078
2026 Q1	$21K	Buy	722 +322	+81%	+$10K	﹤0.01%	719
2025 Q4	$13K	Hold	400	–	–	﹤0.01%	725
2025 Q3	$12.8K	Sell	400 -37	-8%	-$1.13K	﹤0.01%	667
2025 Q2	$12.8K	Buy	437 +37	+9%	+$978	﹤0.01%	656
2025 Q1	$10K	Hold	400	–	–	﹤0.01%	541
2024 Q4	$11.1K	Hold	400	–	–	﹤0.01%	521
2024 Q3	$10.4K	Sell	400 -30,344	-99%	-$764K	﹤0.01%	543
2024 Q2	$776K	Buy	+30,744	New	+$725K	0.22%	90

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SCHG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 722 shares — an estimated $21K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SCHG in Q2 2024 and held it in 8 quarters. The position peaked at $776K in Q2 2024. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 722 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $21K.
Annis Gardner Whiting Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $776K in Q2 2024.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.